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Valuation

$3.6M

2025 Revenue

$1.2M(Est.)

Funding

$0

Team · 2024

11

Founded

2007

True Wealth Design Revenue & Valuation (2025)

Financial advisor helping successful families by integrating planning, taxes and investments into a sound retirement strategy

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True Wealth Design Revenue

In 2025, True Wealth Design's revenue reached $1.2M. Since its launch in 2007, True Wealth Design has shown consistent revenue growth.

True Wealth Design Revenue GrowthReported revenue / ARR over time · latest figure estimated$0$300K$600K$900K$1.2M$1.5M2007200920112013201520172019202120232025$0$1.2MSource: GetLatka.com
YearMilestoneSource
2025True Wealth Design Hit $1.2m revenue in September 2025Estimated
2007Launched with $0 revenue

True Wealth Design Valuation, Funding Rounds

True Wealth Design's most recent disclosed valuation is $3.6M.

True Wealth Design Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$0$0.2$0.2$0.4$0.4$0.6$0.6$0.8$0.8$1$12007Source: GetLatka.com
YearRoundAmountValuation% SoldSource

Founder / CEO

Kevin Kroskey

CEO

Kevin Kroskey is listed as CEO at True Wealth Design.

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Customers

We do not have customer count information for True Wealth Design yet.

True Wealth Design Employees & Team Size

True Wealth Design employs approximately 11 people as of 2026.

True Wealth Design Team GrowthReported headcount over time035810132007200920112013201520172019202120232024001111Source: GetLatka.com
YearMilestoneSource
2024Reached 11 employees (November 2024)

Frequently Asked Questions about True Wealth Design

What is True Wealth Design's revenue?

True Wealth Design generates an estimated $1.2M in annual revenue.

Who founded True Wealth Design?

True Wealth Design was founded by Kevin Kroskey.

Who is the CEO of True Wealth Design?

The CEO of True Wealth Design is Kevin Kroskey.

How much funding does True Wealth Design have?

True Wealth Design raised $0.

How many employees does True Wealth Design have?

True Wealth Design has 11 employees.

Where is True Wealth Design headquarters?

True Wealth Design is headquartered in Akron, Ohio, United States.

Data and Sources

All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.

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True Wealth Design Revenue 2025: $1.2M Est. ARR